Cindy Radu

Cindy Radu, a wealth transition expert with over 30 years of experience, discusses essential strategies for families navigating wealth management. She highlights the dangers of siloed decision-making and how it can lead to misalignment in family goals. By using the 'Frankenstein' analogy, Cindy illustrates the complexities of family dynamics and the importance of collaboration. She emphasizes the role of integrated advisors in fostering proactive discussions, ensuring that all family members are engaged in the planning process for a smoother transition across generations.